Top 10 Independent (IFAs) & Restricted Financial Advisers in Margam Moors

Find the best FCA regulated financial advisers in Margam Moors. Get expert help near you with pensions, investments, retirement planning and more.
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  • Prosper

    Aberavon
    FCA verified
    At Prosper, we combine fair-fee wealth management with trusted guidance from our expert partners—helping you grow your wealth with confidence and bring your goals within reach.
    349
    £50k+
    Can help with
    Pensions & retirement

  • Paul Brown -True Potential Wealth Management

    Sandfields west
    FCA verified
    Working together so that you feel better informed, confident and empowered for your financial future
    273
    £50k+
    Can help with
    Pensions & retirement

  • McCarthy Wealth Management

    Sandfields west
    FCA verified
    I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
    411
    £150k+
    Can help with
    Pensions & retirement
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  • TT Wealth

    Porthcawl
    FCA verified
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
    258
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Porthcawl
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    917
    £250k+
    Can help with
    Pensions & retirement

  • Prosper

    Ynysawdre
    FCA verified
    At Prosper, we combine fair-fee wealth management with trusted guidance from our expert partners—helping you grow your wealth with confidence and bring your goals within reach.
    349
    £100k+
    Can help with
    Pensions & retirement

  • McCarthy Wealth Management

    Coedffranc
    FCA verified
    We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and Retirement Planning.
    411
    £150k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Blaenhonddan
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1632
    £150k+
    Can help with
    Pensions & retirement

  • NTM Financial Services - Nick Hill

    St brides minor
    FCA verified
    I take pride in offering a whole of market approach that revolves around helping individuals develop a long-term financial plan tailored to their specific objectives. I understand that every client is unique, and I offer proven, expert advice.
    11
    £0+
    Can help with
    Pensions & retirement

  • McCarthy Wealth Management

    Llansamlet
    FCA verified
    I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
    411
    £150k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.